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Deal Modifiers

Modifiers are a way to have your measures only target specific values in your data set without having to add a selection filter.  For example, when you view all the values for the vehicle gross in the scenarios table, this includes all deals even the pending or cancelled deals.  To only include deals that are completed in our measure we could add a modifier to only include deals that are posted or delivered.  To add a modifier to your expression, add the specific table and field you are targeting, then type the values you want to target between curly brackets.  For our example of deals that are only posted and delivered, we would use the data field called [Deals.DealStatus], then type that we want only values that are equal to Posted and Delivered, the result will look like this: [Deals.DealStatus]={‘Posted’,’Delivered’}.  Be sure to add quotation marks around text, and to separate each value with a comma.

To help users with entering some common modifiers to their expressions or variable functions, the Business Intel team has put together a list of variables that can act as a modifier in your expression or variable function.  In order to use one of the variable modifiers, you will need to wrap the name of the modifier in $().  For example to add the modifier for only completed deals you would type $(vDealStatusCompleted) into your expression editor.  Some of the variable modifiers allow you to add your own value to target.  One example of this is the variable modifier named vpDealProtectionsInclude.  To use this modifier and to add our own value for the protection we are trying to target, you will need to wrap the modifier in a $(), $(vpDealProtectionsInclude), then to add the value we are targeting, add an open and close parentheses after the modifiers name.  Between the parentheses type in the value to target, $(vpDealProtectionsInclude(‘GAP’)).

Below is a list of the deal modifiers currently available and a brief description of what data the are targeting.

vDealStatusPosted – only include deals that are in a posted status.

vDealStatusCompleted – only include deals that are in a posted or delivered status.

vDealStatusSold – only include deals that are in a sold status.

vDealStatusCancelled – only include deals that are in a Deleted, Cancelled or Inactive status.

vDealStatusPending – only include deals that do not have a status equal to Posted, Delivered, Sold, Inactive, Deleted, Cancelled or Lost.

vDealIsNew – only include deals that are sold as new.

vDealIsUsed – only include deals that are sold as used.

vDealIsQuote – only include deals that are set as a quote.

vDealIsFromLead – only include deals that are associated to a lead.

vDealIsNotFromLead – only include deals that are not associated to a lead.

vDealHasAccessories – only include deals that have at least 1 accessory with a price greater than $0.00.

vDealHasProtections – only include deals that have at least 1 protection with a price greater than $0.00.

vDealHasWarranty – only include deals  that have at least 1 warranty with a price greater than $0.00.

vDealHasReserve – only include deals that have a reserve gross profit greater than $0.00.

vDealHasInsurance – only include deals that have an insurance premium greater than $0.00.

vpDealProtectionsInclude – only include deals that have a protection with he  name listed.  You can only add 1 value to target.

vpDealProtectionsExclude – only include deals that do not have a protection with the name listed.  You can only add 1 value to target.

vpDealWarrantiesInclude – only include deals that have a warranty with he  name listed.  You can only add 1 value to target.

vpDealWarrantiesExclude – only include deals that do not have a warranty with the name listed.  You can only add 1 value to target.

vpDealAccessoriesInclude – only include deals that have an accessory with he  name listed.  You can only add 1 value to target.

vpDealAccessoriesExclude – only include deals that do not have an accessory with the name listed.  You can only add 1 value to target.

vpDealFeesInclude – only include deals that have a fee with he  name listed.  You can only add 1 value to target.

vpDealFeesExclude – only include deals that do not have a fees with the name listed.  You can only add 1 value to target.

vpDealFinanceRateBetween – only include deals that have a finance rate between the two values listed.  You will need to add a minimum value and a maximum value.

vpDealFinanceTermBetween – only include deals that have a finance term between the two values listed.  You will need to add a minimum value and a maximum value.

vpDealInsurancesInclude – only include deals that have the insurance type listed.  You can only add 1 value for the insurance type.

vpDealInsurancesExclude – Only include deals that do not have the insurance type listed.  You can only add 1 value for the insurance type.

vpDealProgramsInclude – only include deals that have the listed program.  You can only add 1 value for the program name.

vpDealProgramsExclude – only include deals that do not have the listed program.  You can only add 1 value for the program name.

vpDealLeaseRateBetween – only include deals that have a lease rate between the two values listed.  You will need to add a minimum value and a maximum value.

vpDealLeaseTermBetween – only include deals that have a lease term between the two values listed.  You will need to add a minimum value and a maximum value.

vpDealSaleTypesInclude – only include deals that have the sale type that is listed.  You can only add 1 value for the sale type.

vpDealSaleTypesExclude – only include deals that do not have the sale type that is listed.  You can only add 1 value for the sale type.

vDealSaleTypesIsRetail – only include deals that have a sale type with the words Retail or RETAIL in their name.

vDealSalesTypesIsNotRetail – only inlcude deals that do not have a sale type with the words Retail or RETAIL in their name.

vDealHasTrades – only include deals that have at least 1 VIN in the deal trades.

vDealHasNoTrades – only include deals that have no VINs in the deal trades.

vDealIsCertified – only include deals that are set as certified.

vDealIsNotCertified – only include deals that are not set as certified.

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